Your Partner in Generational Wealth

M&O Guardian International is a premier investment management firm dedicated to serving high net worth individuals with bespoke "family office" services. We specialize in personalized advice and collaborative portfolio structuring to secure and grow generational wealth.

About Us

At M&O Guardian International, we understand that wealth management goes beyond mere investment advice. Our comprehensive family office services cater to high net worth individuals, focusing on the preservation and growth of generational wealth. With a commitment to personalized attention and tailored strategies, we stand as your trusted partner in financial stewardship.

Wealth Brings Complexity — And Possibilities.

M&O Guardian International transforms complexity into clarity, unlocking tailored opportunities for your financial future.

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Mission Statement &
Visionary Approach

M&O Guardian International is a Family Office Investment Firm with a singular focus on creating value for our clients. Our foundation is the passionate belief that we can deliver solid and consistent risk-adjusted performance over the long term by employing distinct, well-defined, and repeatable investment processes. 

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We offer highly curated investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. With the understanding that our clients have unique financial needs, we offer personalised and customised portfolios that are specific to you. By developing a deep understanding of their clients, we aim to build strong relationships and emphasise continuity.

Family Office

M&O Guardian’s goal for Family Office clients is the simplification of the complex life that comes with the benefit of resources and opportunities. We know that each client is unique, and our Family Office works to provide individualised attention and personalise the services and relationship to fit your needs. Clients always have access to their team of professionals, creating an environment with clear expectations and priorities.

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Curated Access & Customization

Customised, tax-efficient portfolios are accurately and reliably aligned with your unique investment plan. Financial planning and multiple wealth objectives help structure a portfolio that is in line with your goals and risk appetite. The advisory role typically spans multiple asset classes and portfolios to ensure your overall wealth is deployed as efficiently as possible.

Sophisticated Tax Strategies

We understand the requirements of wealthy individuals and families differ significantly from those of other investors. In conjunction with our sister company Geneva Trust, we provide tailored proactive tax strategies and insight into family dynamics, to minimise tax exposure and foster an environment in which families can thrive.

Portfolio Manager Accessibility

Our personalized approach is complemented by a low client-to-advisor ratio. This means our advisors have more time to understand each client’s unique circumstances and aspirations, leading to a deeper, more comprehensive financial planning process focused on wealth and life goals.

True Fiduciary Standards

As a fiduciary choosing to be held to the highest legally recognized standard, our interests are strongly aligned with those of our clients. Through transparency, we strive to demonstrate that the firm makes money one way, and one way only: by giving sound advice. To avoid conflicts of interest, M&O Family Office does not accept any referral fees from underlying investments, rebates, discounts, or commissions. M&O Family Office negotiates fee reductions for the client’s benefit. We believe that transparency in services and costs are key to the success of M&O Family Office.

Portfolio Reporting

We believe that you deserve complete transparency and to know where your money is being invested. Simplifying complexity with clarity and transparency, we collaborate to maintain seamless communication on all aspects of client relationships. We offer clients online access facilities and consolidated reporting services for a real-time view of their investment portfolios, showcasing a holistic view of the client’s wealth.

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Our team

Our team comprises seasoned financial experts who bring a wealth of experience and deep industry knowledge to the table. Each member is dedicated to delivering exceptional service and insights, ensuring that your financial goals are not only met but exceeded. We believe in a collaborative approach, working closely with you to create a portfolio that reflects your unique needs and aspirations.

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Bruce Main
Co-Chief Investment Officer
Lori Smeragliuolo
Co-Chief Investment Officer
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Alon de Koker
Chief Compliance Officer
Gabrielle Isaacman
Chief Legal Officer